CLU®, ChFC®
Insurance Strategies, Investment Strategies (Reg. Reps Only), Estate Planning
English
Integrated Financial Strategies
John Wilson brings 35 years of experience and client service to individuals and businesses in Texas. Most recently, Mr. Wilson has served to coordinate financial teams to help organize, analyze, strategize, and service an array of financial decisions for a selective client base. During his tenure in Houston, he has held numerous positions at the Agency level. He is frequently asked to speak to professional and business organizations on the subjects of personal and business financial planning.
Mr. Wilson earned a Bachelor of Arts degree from Dartmouth College. He is a past board member of Langham Creek National Bank and the General Agents and Managers Association of Houston. He is an active and former Vestry member of St. John the Divine Church, and has enjoyed many years of coaching youth sports. Mr. Wilson is a former director of the Houston Humane Society and CPE Instructor at the Texas Society of CPAs, and continues to be active in his community as a parent volunteer at his daughter’s school.
CRN202207-267436
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Dartmouth College, B.A.